Connect with us

News

Tesla Model Y VINs are going out to buyers ahead of imminent nationwide deliveries

Published

on

Tesla Model Y VINs are being released to the first batch of production cars ahead of next week’s customer deliveries.

Tesla Model Y buyers in the US, including those in New York, Florida, Georgia, California, and beyond, are finding references to their vehicle’s identification number, otherwise known as a “VIN”, in their vehicle’s online purchase agreement. TMC user johnmodely, on the other hand, was able to find their Model Y VIN after viewing the source code for their Tesla Account page. Teslarati has also confirmed with a Model Y reservation holder in Southern California that a VIN has, in fact, been assigned to their vehicle.

This isn’t the first time we’re hearing of Tesla Model Y VIN numbers being uncovered. Earlier this year, a  batch of Model Y VIN registrations were spotted in the National Highway Traffic Safety Administration (NHTSA) database, during which time the Elon Musk-led electric carmaker was preparing for the first production units from its Fremont factory in California. Now, two months later, the first set of Model Y VINs are being shared by their owners on the Tesla Motors Club (TMC) forum, giving a first look at the Model Y configurations being prioritized for delivery.

The discovery also comes days after a trailer full of Model Y was spotted outside of Tesla’s Fremont factory, presumably on their way to delivery centers across the nation. Just yesterday, images of Model Y were uncovered in Tesla’s latest mobile app update, further validating that the company was preparing for the imminent arrival of their first all-electric crossover.

Advertisement

Tesla’s release of Model Y VINs to buyers is part of the final process before a customer takes delivery.

Taking a closer look at the vehicle identification number, we can learn more information about the Model Y including its motor configuration, the year in which the vehicle was produced, and also the location for production.

Tesla Model Y VIN Decoder

All Model S, Model X, Model 3, and Model Y can be identified by the “5YJ” that’s set in the first three characters of the vehicle’s VIN. The three digits represents what’s referred to as the World Manufacturer Identifier (WMI) and uniquely identifies the manufacturer of the vehicle.

  • Digits 1 – 3: World Manufacturing Identifier
    • 5YJ = Manufacturer: Tesla Inc.
  • Digit 4: Make/Line/Series
    • S = Tesla Model S
    • 3 = Tesla Model 3
    • X = Tesla Model X
    • Y = Tesla Model Y
  • Digit 5: Body Type and Gross Vehicle Weight Rating (GVWR)
    • A – Hatch back 5 Dr/ LHD
    • C = Class E (6001-7000 lbs) GVWR / MPV / 5 Dr / LHD
    • E = Sedan 4 Dr / LHD
    • F = Sedan 4 Dr / RHD
    • G = Sport Utility Vehicle (5,001 – 6,000 lb) GVWR /Multi-Purpose Vehicle (MPV)  of 1D: .
  • Digit 6: Restraint System
    • 1= Type 2 manual seatbelts (FR, SR*3) with front airbags, PODS, side inflatable restraints, knee airbags (FR)
    • A = Type 2 manual seatbelts (FR, SR*3, TR*2) with front airbags, PODS, side inflatable restraints, knee airbags (FR)
    • B = Type 2 manual seatbelts (FR, SR*2, TR*2) with front airbags, PODS, side inflatable restraints, knee airbags (FR)
    • D= Type 2 Manual seatbelts (FR, SR*3) with front airbags. PODS, side inflatable restraints, knee airbags (FR)
  • Digit 7: Fuel Type
    • E = Electric
  • Digit 8: Motor/Drive Unit
    • 1= Single Motor – Standard
    • 3= Single Motor – Performance
    • 2 = Dual Motor (Standard)
    • 4 = Dual Motor (Performance)
    • A = Single Motor – Standard
    • B = Dual Motor – Standard
    • F = Dual Motor – Performance
  • Digit 9: Check Digit To be assigned by manufacturer pursuant to 49 CFR § 565.6(c)
  • Digit 10: Model Year
    • C = 2012
    • D = 2013
    • E = 2014
    • F = 2015
    • G = 2016
    • H = 2017
    • J = 2018
    • K = 2019
    • L = 2020
  • Digit 11: Plant of Manufacture
    • F = Fremont, CA
  • Digits 12: Production Series:
    • A = Alpha Prototype
    • B = Beta Prototype
    • R = Release Candidate Vehicle
    • P = Production Vehicle
    • S = Signature Series Vehicle
    • F = Founder Series Vehicle
    • 0-9 = Production Vehicle (replaces P to allow 6 digit sequence numbers)
  • Digits 13-17: Unique serial number

Gene has been obsessed with cars since before he could legally sit in the front seat. Writer, researcher, unofficial CS support, accountant, native suit guy when needed, and overall stick poker. He approaches every story the way he approaches a road trip: with too much enthusiasm, not enough planning, and a surprisingly good outcome. gene@teslarati.com

Advertisement
Comments

Elon Musk

Elon Musk strikes down reports on SpaceX IPO rumors

Published

on

Credit: Grok

Elon Musk has firmly denied recent media reports suggesting that SpaceX has reduced its target valuation for an upcoming initial public offering.

The denial came directly from the SpaceX and Tesla frontman on his social media platform X, where he responded with a single word, “False,” to a post from ZeroHedge that cited Bloomberg sources.

This swift rebuttal underscores Musk’s ongoing effort to manage speculation surrounding one of the most anticipated market debuts in recent history.

According to the disputed reports, SpaceX had lowered its IPO valuation goal to at least $1.8 trillion from previous ambitions exceeding $2 trillion.

The claims emerged amid growing anticipation for the company’s confidential S-1 filing, which positions it for a potential public listing as early as June.

Some had pointed to strong revenue growth, particularly from the Starlink satellite internet service, which contributed heavily to the firm’s 2025 figures of $18.7 billion. Yet challenges persist in other areas, including substantial investments and losses tied to ambitious projects like Starship development and artificial intelligence initiatives, which plan to make life multiplanetary eventually.

Advertisement

Musk’s response highlights a pattern in which he actively counters what he views as inaccurate portrayals of his companies’ trajectories.

SpaceX, already valued privately at extraordinary levels, stands as a cornerstone of Musk’s empire alongside Tesla and xAI. The entrepreneur has long emphasized the transformative potential of reusable rockets and global broadband access, factors that fuel investor enthusiasm despite operational hurdles.

By rejecting the valuation downgrade narrative, Musk signals confidence in SpaceX’s fundamentals and its readiness for public markets on terms favorable to its long-term vision. People have been waiting a very long time to invest in SpaceX, and the valuation, as well as the introductory share price, is not going to need adjusting.

They’ll have plenty of suitors.

Advertisement

SpaceX just filed for the IPO everyone was waiting for

This episode reflects broader dynamics in the technology sector, where rumors often swirl around high-profile entities. Musk’s direct engagement with media narratives serves to maintain transparency and control the narrative around his ventures.

As SpaceX prepares for greater scrutiny in public markets, the founder’s denial reinforces optimism about its prospects. Supporters argue that the company’s innovative edge positions it for enduring success, far beyond short-term valuation debates. With the denial now public, attention turns to forthcoming regulatory filings that could provide clearer insights into SpaceX’s strategy and financial health.

The coming weeks promise to reveal more about how SpaceX will transition into a publicly traded powerhouse.

Advertisement
Continue Reading

Elon Musk

Tesla’s Robotaxi dreams just took a massive step toward reality

Published

on

Credit: Tesla

Tesla’s dreams of operating a fully autonomous ride-hailing platform just took a massive step toward reality, as two separate events have indicated the company is perhaps closer than ever to achieving self-driving as a product.

On Thursday, Tesla was granted authorization by the State of Texas to operate driverless vehicles in a commercial manner. On May 28, Senate Bill 2807, passed by the 89th Texas Legislature, took effect after being passed back on September 1, 2025.

The bill establishes a statewide regulatory framework requiring authorization from the Texas Department of Motor Vehicles for companies to operate automated vehicles commercially on Texas roads.

This covers driverless, or SAE Level 4+, operations for passenger transport, meaning Robotaxi, or freight.

Advertisement

Tesla and other companies can self-certify their vehicles and tech as long as they:

  • Operate in compliance with Texas traffic laws
  • Maintain proper registration, title, and insurance
  • Use compliant automated driving systems
  • Record onboard activity and handle system failures and glitches safely.

The new authorization, which was first reported by James Stephenson on X, allows companies to utilize their own processes to determine if their vehicles are ready to operate without drivers.

It is a rule that expedites the entire approval process, keeping agencies out of a usually long, lengthy, and frustrating task that is essential to technological advancements. It essentially means Tesla can launch commercial Robotaxi operations at this point.

Advertisement

On the very same day, Tesla continued the momentum as CEO Elon Musk shared a video of Cybercab units autonomously driving off the property at Gigafactory Texas. This is a major step in the story of the Cybercab.

Mass production of the Cybercab started at Giga Texas in April, and it is already heading out of the factory on its own.

Advertisement

These two major events mark a drastic step forward in Tesla’s progress toward Cybercab and the permissions it needs to operate a self-driving ride-hailing service. Tesla is now able to operate autonomously under Texas law by self-certifying, and with the potentially imminent rollout of Cybercab, Tesla’s autonomous dreams are starting to take serious shape.

Continue Reading

Elon Musk

The Tesla and SpaceX merger everyone is talking about is quietly building

Tesla and SpaceX may be closer to merging than Wall Street or either company is admitting.

Published

on

By

Elon Musk has reportedly discussed merging Tesla and SpaceX with people close to him, according to CNBC, which cited sources familiar with the conversation. Tesla employees have long expected such a transaction and the topic is openly discussed internally, according to internal sources. With SpaceX is days away from kicking off its Wall Street roadshow for what could be the largest IPO in market history, this would be the first time the company will have public market currency to execute a stock-for-stock deal with Tesla.

The financial logic for a merger would make sense. A combined SpaceX and Tesla would create a conglomerate spanning rockets, satellites, electric vehicles, AI infrastructure, and energy storage valued at roughly $3.35 trillion to $3.6 trillion based on SpaceX’s IPO target range and Tesla’s current market capitalization. The two companies are already more intertwined than most people realize. SpaceX bought $697 million worth of Tesla Megapack systems for xAI data centers and $131 million worth of Cybertrucks. Tesla invested $2 billion in xAI, which subsequently merged with SpaceX. Past transactions also include Tesla selling solar equipment and parts to SpaceX, and SpaceX helping with Cybertruck materials.

Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI

Musk himself signaled where this was heading in November 2025 when he posted on X, “My companies are, surprisingly in some ways, trending towards convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced chip factories, with one serving Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers under SpaceX’s infrastructure vision.

Advertisement

Wedbush analyst Dan Ives places the probability of a merger at 80% to 90% with a target completion in the first half of 2027. The mechanics of a deal became possible the moment SpaceX filed its S-1. Legal experts said a merger likely would not spark antitrust issues but would raise concerns among shareholders in each company, with questions around which company would be the parent, how a stock swap would take place, and who determines the appropriate price. Musk holds about 20% of Tesla’s equity but controls 85.1% of SpaceX’s voting power through a super-voting share class, meaning he would largely be negotiating the terms with himself.

Elon Musk explains why he cannot be fired from SpaceX

Not everyone is convinced the timing is imminent. Traders on Kalshi place only 33% odds that a merger will happen before May 2027. The more immediate concern for Tesla shareholders is whether the SpaceX IPO pulls capital and Musk’s attention away from Tesla before any merger consolidates the upside for both.

What is clear is that the structural groundwork is already being laid. The Terafab announcement, the xAI merger, the shared supply chain, the cross-company balance sheet transactions, and now the IPO all point in the same direction. Whether the merger follows in 2027 or later, the two companies are already operating more like divisions of a single entity than independent competitors.

Advertisement
Continue Reading